JAZZ Earnings
Tuesday, May 05 2026
EPS Estimate
$4.61
$3.46 – $5.62
Revenue Estimate
$976M
Current Price
$203.42
Our Position
bullish · highQ4 Beat Confirms 2026 Pipeline Confidence
structured data
est. revisions falling
(-13.8pp / 30d)
Guidance alignment matters because it removes the "show me" overhang that plagued prior frames. Jazz is no longer signaling pipeline as upside optionality — it's baking zanidatamab and newer oncology asset ramps into base guidance. If those launches hit or exceed internal assumptions, analyst estimate raises are likely and the $220 target becomes within reach. If adoption stumbles, the stock loses its upside cushion fast.
Watch: Zanidatamab uptake and Modeyso/Zepzelca contribution by mid-year 2026 earnings. Any commercial outperformance above Street models could trigger consensus estimate raises and tighten the gap to the $220 target; underperformance opens the door to downside surprise.
Data Signal Summary
2 bullish
2 bearish
Estimates up +3%
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+2.8% 4up/1dn
Analyst Target (mean)
$224 $188–$275 +10%
Options P/C Ratio
0.59
Est. Dispersion
40% 15 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, D.E. Shaw
Recent Activity
insider trades
99 transactions
Award
·
IANNONE ROBERT (Officer)
·7,506 shares
Sell
·
CARR PATRICIA (Officer)
·1,287 shares
·$235,444
Sell
·
COZADD BRUCE C (Director)
·6,000 shares
·$1,118,613
Sell
·
CARR PATRICIA (Officer)
·2,370 shares
·$456,466
Sell
·
RIEDEL NORBERT G (Director)
·3,415 shares
·$655,680
94 more
Exercise
·
RIEDEL NORBERT G
·3,415 shr
·$471,543
Award
·
PATIL NEENA M
·10,079 shr
Sell
·
PATIL NEENA M
·55,600 shr
·$10,650,482
Exercise
·
PATIL NEENA M
·51,000 shr
·$6,488,700
Award
·
CARR PATRICIA
·2,223 shr
Award
·
PEARCE SAMANTHA
·9,782 shr
Award
·
HENDERSON MARY ELIZABETH
·4,447 shr
Sell
·
HENDERSON MARY ELIZABETH
·5,343 shr
·$1,039,134
Award
·
JOHNSON PHILIP L
·11,857 shr
Award
·
GALA RENEE D
·44,465 shr
Award
·
LOVE TED WENDELL
·1,527 shr
Award
·
IANNONE ROBERT
·14,822 shr
Award
·
COZADD BRUCE C
·35,917 shr
Award
·
PATIL NEENA M
·8,852 shr
Award
·
CARR PATRICIA
·2,370 shr
Award
·
PEARCE SAMANTHA
·3,637 shr
Award
·
HENDERSON MARY ELIZABETH
·10,116 shr
Award
·
GALA RENEE D
·12,741 shr
Award
·
IANNONE ROBERT
·11,699 shr
Sell
·
HENDERSON MARY ELIZABETH
·2,238 shr
·$379,366
Sell
·
CARR PATRICIA
·4,660 shr
·$797,783
Exercise
·
CARR PATRICIA
·4,500 shr
·$633,015
Sell
·
COZADD BRUCE C
·77,500 shr
·$13,780,337
Exercise
·
COZADD BRUCE C
·77,500 shr
·$9,560,400
Award
·
COZADD BRUCE C
·2,506 shr
Sell
·
MCSHARRY HEATHER ANN
·3,415 shr
·$607,127
Exercise
·
MCSHARRY HEATHER ANN
·3,415 shr
·$471,543
Sell
·
COZADD BRUCE C
·18,000 shr
·$3,259,538
Sell
·
CARR PATRICIA
·5,319 shr
·$968,402
Exercise
·
CARR PATRICIA
·5,250 shr
·$714,945
Sell
·
WINNINGHAM RICK E
·5,500 shr
·$994,728
Sell
·
IANNONE ROBERT
·7,159 shr
·$1,204,573
Sell
·
COZADD BRUCE C
·5,500 shr
·$753,560
Sell
·
COZADD BRUCE C
·6,000 shr
·$771,690
Award
·
MULLIGAN SEAMUS C.
·3,507 shr
Award
·
KENNEDY PATRICK
·3,507 shr
Award
·
ENRIGHT PATRICK G.
·3,507 shr
Award
·
RIEDEL NORBERT G
·3,507 shr
Award
·
MCSHARRY HEATHER ANN
·3,507 shr
Award
·
GALA RENEE D
·18,808 shr
Award
·
HAMILL LAURA
·3,507 shr
Award
·
SMITH MARK DOUGLAS
·3,507 shr
Award
·
COOK JENNIFER E
·3,507 shr
Award
·
O'RIORDAN ANNE
·3,507 shr
Award
·
WINNINGHAM RICK E
·3,507 shr
Award
·
O KEEFE KENNETH W
·3,507 shr
Sell
·
COZADD BRUCE C
·1,000 shr
·$113,210
Sell
·
COZADD BRUCE C
·1,000 shr
·$107,630
Sell
·
COZADD BRUCE C
·1,000 shr
·$108,950
Buy
·
MULLIGAN SEAMUS C.
·101,621 shr
·$9,993,082
Sell
·
COZADD BRUCE C
·1,500 shr
·$176,350
Sell
·
COZADD BRUCE C
·1,500 shr
·$185,625
Sell
·
CARR PATRICIA
·1,140 shr
·$157,103
Sell
·
IANNONE ROBERT
·2,403 shr
·$332,605
Sell
·
IANNONE ROBERT
·7,080 shr
·$981,298
Sell
·
COZADD BRUCE C
·6,500 shr
·$937,625
Sell
·
CARR PATRICIA
·5,586 shr
·$805,842
Award
·
COZADD BRUCE C
·30,814 shr
Award
·
PATIL NEENA M
·18,296 shr
Sell
·
PATIL NEENA M
·3,800 shr
·$550,506
Award
·
CARR PATRICIA
·2,889 shr
Exercise
·
CARR PATRICIA
·4,813 shr
·$547,562
Award
·
PEARCE SAMANTHA
·17,719 shr
Award
·
HENDERSON MARY ELIZABETH
·9,244 shr
Award
·
JOHNSON PHILIP L
·23,111 shr
Award
·
GALA RENEE D
·34,666 shr
Award
·
IANNONE ROBERT
·26,577 shr
Sell
·
COZADD BRUCE C
·1,500 shr
·$183,465
Award
·
COZADD BRUCE C
·29,559 shr
Award
·
PATIL NEENA M
·5,864 shr
Award
·
CARR PATRICIA
·1,641 shr
Award
·
PEARCE SAMANTHA
·2,533 shr
Award
·
GALA RENEE D
·7,741 shr
Sell
·
COZADD BRUCE C
·6,000 shr
·$1,143,010
Sell
·
COZADD BRUCE C
·1,500 shr
·$185,145
Sell
·
COZADD BRUCE C
·2,000 shr
·$242,340
Sell
·
CARR PATRICIA
·53 shr
·$6,492
Sell
·
PATIL NEENA M
·3,700 shr
·$456,617
Sell
·
COZADD BRUCE C
·1,000 shr
·$110,840
Sell
·
HENDERSON MARY ELIZABETH
·1,410 shr
·$152,703
Award
·
MULLIGAN SEAMUS C.
·3,731 shr
Award
·
PEARCE SAMANTHA
·6,996 shr
Award
·
KENNEDY PATRICK
·3,731 shr
Award
·
ENRIGHT PATRICK G.
·3,731 shr
Award
·
RIEDEL NORBERT G
·3,731 shr
Award
·
MCSHARRY HEATHER ANN
·3,731 shr
Award
·
HAMILL LAURA
·3,731 shr
Award
·
SMITH MARK DOUGLAS
·3,731 shr
Award
·
COOK JENNIFER E
·3,731 shr
Award
·
O'RIORDAN ANNE
·3,731 shr
Award
·
WINNINGHAM RICK E
·3,731 shr
Award
·
O KEEFE KENNETH W
·3,731 shr
Sell
·
CARR PATRICIA
·163 shr
·$17,738
Sell
·
PATIL NEENA M
·5,000 shr
·$548,250
analyst ratings
1 rating
Barclays
→Overweight
12h ago
ae trade
3
6d ago
7d ago
8d ago
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